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Villafranco Wealth Management Work Values
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Daily Duties at Villafranco Wealth Management:
• Provide portfolio services and handle all aspects of investment accounting, analysis, & portfolio administration for high net worth individuals and institutions • Prepare portfolio allocations and trade orders • Analyze, adjust, and price monthly and quarterly partner allocations in Advent • Evaluate daily P&L for two internal Hedge Funds • Generate quarterly reports for clients and third parties • Update & review performance in Advent • Monitor daily cash balances of accounts • Review and calculate management fees and performance related fees across multiple portfolios • Interact daily with clients, money managers, custodians, accountants, and attorneys • Work on a variety of projects, reports, and spreadsheets as needed involving income projections, cash flow analysis, trends, statistical data, benchmark comparisons, IRR, and weighted average returns
What they like about Villafranco Wealth Management:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
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Information about Villafranco Wealth Management
Company Rank: Not Available
Average length of employment : 17 years
Average salary of employees: $70,000
These are some of the questions we asked our climbers about their experiences with Villafranco Wealth Management:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
